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THE COGNITIVE SCIENCEBEHIND OTTOLEARN
v1.1
A PRODUCT OF NEOVATION LEARNING SOLUTIONS
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THE COGNITIVE SCIENCE BEHIND OTTOLEARN OTTOLEARN
COPYRIGHT © 2018 NEOVATION CORPORATION
CONTENTSIntroduction 2
A Brief History of Adaptive Training 2
The Return of Adaptive Training 3
Gamification of Learning 4
Deep Encoding 6
Instructional Scaffolding 7
The Spacing Effect 8
Adaptive Training 9
The Testing Effect 11
The Interleaved Learning Effect 12
Applied Forgetting 13
Formative Feedback 14
When Learning Matters 16
Appendix 16
OttoLearn combines adaptive training with microlearning principles in order to first raise the learner’s level of knowledge,
and then ensure retention. Personalized training is a powerful and effective approach that assesses an individual’s
knowledge and then develops an optimal training plan unique to that learner. Adaptive training goes one step
further by continuously modifying the training plan to adapt to the performance of the learner.
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INTRODUCTIONDisruptive technologies are critical to growth and success. When
disruptive technologies are introduced, there is a dramatic
shift in the way things are done. More often than not, these
transformations lead to new solutions, advanced ideas,
and increased productivity and profit. For example, cars were
disruptive to the blacksmithing industry, and self-driving cars will
completely disrupt how we buy and use cars.
Forward-thinking organizations overcome their fear of the
new or different and actively seek disruptive technologies to fuel
their growth.
A BRIEF HISTORY OF ADAPTIVE TRAININGIn the 1960s, when behavior scientists and educators first started
experimenting with computer-based training (CBT), they focused
on using computers to deliver personalized training. The fact that
a computer could personalize training for each learner, by
adapting to their areas of strength and weakness, was seen as the
major advantage of CBT.
One of the first adaptive training systems delivered math drills
to students over touch tone phones1. Students participating in
these adaptive practice exercises outperformed their peers.
In the decades since the birth of CBT, the mass adoption of
online training through AICC and SCORM standards improved
the interoperability of modules across learning platforms, but at
the cost of personalization. Every learner received essentially the
same training experience.
As a result, adaptive training technology became comparably
expensive and out of reach for all but the most affluent
organizations—even though it was much more effective than
non-personalized, standardized training modules.
1 https://en.wikipedia.org/wiki/Patrick_Suppes
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THE RETURN OF ADAPTIVE TRAININGWith OttoLearn, any organization can harness the power
of adaptive training. Our goal is to improve training and
learning efficiency by making adaptive training available
to everyone—for the benefit of both the organization and
the learner.
OttoLearn leverages key theories from cognitive science to
rapidly and significantly improve initial learning and knowledge
retention, including:
› Gamification of learning
› Deep encoding
› Instructional scaffolding
› The spacing effect
› Adaptive training
› The testing effect
› The interleaving effect
› Applied forgetting
› Formative feedback
These learning theories, combined with big data analysis and machine learning techniques, deliver an extremely effective adaptive microlearning solution.
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Drive toMastery
Engagement
Mechanics
Learning
Mechanics
Assesment
Mechanics
GAMIFICATION OF LEARNINGUnlike game-based learning, which actually has learners play a
video game, gamification of learning is the process of using game
mechanics to engage learners and leverage their intrinsic
motivation to achieve mastery on a topic.
OttoLearn leverages three types of game mechanics—engagement
mechanics, learning mechanics and assessment mechanics—which
combine to create an atmosphere where the learner wants to
learn and achieve mastery.
ENGAGEMENT MECHANICSFor learners to learn, they first must engage. Traditional learning
platforms are designed around a one-and-done usage pattern,
which can decrease learner engagement.
OttoLearn promotes high engagement by:
› Creating a regular, daily training cadence, which normalizes training sessions into the learner’s routine
› Delivering quick learning bursts of 2-3 minutes each
› Allowing the learner to do on-demand "extra practice" sessions
› Providing continuous physical stimulation through interactivity
› Exercising content at the edge of learner's knowledge
› Allowing the learner to engage with any device—mobile, tablet, or desktop
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LEARNING MECHANICSWe define learning mechanics as the
processes focused on having learners
actually learn. When learners feel
themselves learning, they are
motivated to continue learning.
OttoLearn’s learning mechanics include:
› Engaging learners in Activities immediately
› Providing learners with the freedom to fail
› Eliminating the need for pre-learning
› Providing a scaffolded learning experience
› Delivering learning sessions over time
› Interleaving content to increase learning efficiency
ASSESSMENT MECHANICSWith every interaction, OttoLearn builds a model of each
learner’s mastery, which it then uses to adapt the delivery
of future Activities.
OttoLearn performs continuous assessment through
multiple mechanisms, including:
› Focusing on mastery and competence versus completion
› Algorithmically determining the probability that a learner is guessing at an answer
› Allowing for self-assessment through confidence selection
› Providing learners with formative feedback to guide self-reflection
› Leveraging applied forgetting to optimize Concept selection
GAMIFICATION OF LEARNING
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DEEP ENCODINGUnlike traditional eLearning which organizes content in a linear
format, OttoLearn organizes content as a map. The main
container is a Module, which contains multiple Topics, each
containing multiple Concepts. A Concept is a particular unit
of knowledge.
For instance, within a Module on online security, Password Security
may be a Topic, and Designing a Secure Password may be a Concept
within that Topic:
What is the minimumpassword length? (Activity)
Which of the following is required for a password to be secure? (Activity)
Which password is most secure? (Activity)
Since a Concept is more robustly learned when it is exercised
from multiple perspectives and contexts, multiple Activities
are created for each Concept. This is important for generating
an accurate sense of the learner’s true mastery of the knowledge
within the Concept.
By mapping each Concept to multiple Activities, the learner
is able to create multiple associations and exercise the
Concept’s knowledge through multiple vectors, which
promotes long-term retention.
For the learner to demonstrate mastery in a Concept, such as
Designing a Secure Password, the learner must demonstrate
proficiency in multiple related Activities:
Protecting Your Password (Concept)
Using Two-factor Authentication (Concept)
Designing a SecurePassword (Concept)
Online Security(Module)
Designing a SecurePassword (Concept)
Phishing (Topic) Malware (Topic)
Password Security(Topic)
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Scaffolding Description
Mastery
Prerequisite
The learner must first master one or
more Modules, Topics, or Concepts
prior to receiving more advanced
content.
Explored
Prerequisite
The learner must exercise at least
one Activity for a Concept, prior to
receiving an Activity from a more
advanced Concept.
Prioritized
Importance
The instructional designer can set the
relative importance for each Concept,
to ensure that the most important
Concepts are mastered first.
INSTRUCTIONAL SCAFFOLDINGHistorically, students would begin an apprenticeship with little
knowledge, and through years of guided practice by a master,
eventually reach mastery themselves. This is instructional
scaffolding—the framework of supporting and guiding
learners to increase their mastery over time.
In online training, you may wish to ensure the learner
understands basic definitions, then integrate that knowledge
through practice activities, and finally have the learner solve
complex scenarios.
OttoLearn provides several methods of instructional
scaffolding, allowing you to leverage advanced instructional
techniques, such as anchored instruction, to bring the learner
from novice to master.
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When a Concept is ready to be exercised by the learner (the
minimum duration has elapsed), it is referred to as valuable;
a proficient completion of that Activity will now increase the
learner’s Mastery Level for that Concept.
With each learning session, OttoLearn will seek to
present the learner with as many valuable Activities
as will fit within a 2-3 minute maximum duration.
THE SPACING EFFECTThe spacing effect means that learning is most efficient when
studying is spread out over time.
There are several theories seeking to explain the spacing effect,
however, studies agree that it works2 and has a significant
impact on learning. One theory is study-phase retrieval theory,
which postulates that if learners are exposed to the same
information multiple times in a small timespan, the brain
seeks to be efficient by not storing duplicate memories.
The brain stores infrequently accessed information in short-term
memory, so by exercising the information at increasing intervals,
learners are training the brain to store the information in long-term
memory instead of short-term memory.
As the learner completes Activities, OttoLearn will automatically
determine the minimum amount of time which must elapse prior to
presenting the learner with another Activity from the same Concept.
2 https://www.worklearning.com/wp-content/uploads/2017/10/Spacing_Learning_Over_Time__March2009v1_.pdf
Time
Learned100
90
80
70
60
Test 1 Test 2 Test 3 Test 4
Rete
ntio
n (%
)
You've probably experienced short-term retention after cramming for an exam—once you finish, you quickly forget the material.
Retention is improved through spaced repetition.
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ADAPTIVE TRAININGPersonalized training is a powerful and effective approach
that assesses a learner's knowledge and then develops
an optimal training plan unique to that learner. Adaptive
training goes one step further by continuously modifying the
training plan to adapt to the performance of the learner.
In OttoLearn, each learner is assigned a Mastery Goal for a
knowledge area (Module/Topic/Concept). Different groups of
learners may be assigned different Mastery Goals based
on their job requirements.
Group A Group CGroup B
OTTOLEARN'S MASTERY LEVELS
Learners' knowledge is unknown.Unknown0
Learners are aware of what they don’t know.Novice1
Learners can remember being exposed to the information, but cannot predictably recall.
Aware2
Learners can predictably recall, but require some thinking time and make occasional errors.
Competent3
Learners exhibit accurate and rapid recall and make few errors.
Proficient4
Learners exhibit immediate recall and make virtually no errors.
Expert5
Mastery Goal 1
Mastery Goal 3
Mastery Goal 5
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Every time a learner completes an Activity, OttoLearn calculates
a proficiency score by analyzing a number of data points (signals)
including accuracy, duration, and confidence. If a learner has
completed an Activity with sufficient proficiency, and the related
Concept is in a valuable state, then the related Concept Mastery
Level will increase.
ADAPTIVE TRAINING
ProficiencyAnalysis
Activity
Calculated Mastery
Adapt Future Activities
ProficiencyAnalysis
OttoLearn’s adaptive algorithms are by themselves adaptive, using big data analysis to become increasingly accurate over time.
Past Performance
Accuracy
Duration
Comparison to Other Learners
Confidence
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THE TESTING EFFECTAlso referred to as retrieval practice or test-enhanced learning,
the testing effect states that the more often a learner retrieves
information, the more likely it is to be stored in long-term memory.
The testing effect is most pronounced when the memory being
retrieved is at the edge of exiting from short-term memory (as
described by the spacing effect).
As a learner increases their mastery on a Concept, OttoLearn
will develop a model to indicate the learner’s Strength of
Learning (SOL). If a learner demonstrates rapid proficiency,
they will have a higher SOL than a learner that takes longer to
demonstrate proficiency.
OttoLearn will use multiple factors, including a learner’s SOL,
to determine when and how often they should be presented
with Activities.
0
0.2
0.4
0.6
0.8
Repeated studying Repeated testing
1.0
Prop
orti
on R
ecal
l
The more a learner retrieves a memory, the stronger it becomes.
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THE INTERLEAVED LEARNING EFFECTTraditional eLearning delivers content in a “blocking” fashion: a
particular learning session is focused on a single knowledge area,
and proceeds sequentially through related material.
However, if the delivery of material is mixed instead—for instance,
knowledge area B, then area C, then area A—the learner will more
deeply encode the information in each knowledge area.
0%
10%
20%
30%
40%
50%
60%
70%
80%
30 day retention with non-interleaved
delivery
30 day retention with interleaved
delivery
When OttoLearn is selecting Activities to present to the learner, it selects the most valuable Activities across multiple Topics, thus automatically leveraging the interleaved learning effect.
Retention for content delivered through interleaved learning is much higher than single content blocks.
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APPLIED FORGETTINGIn the late 19th century, a German experimental psychologist
named Hermann Ebbinghaus pioneered the scientific study
of memory. Ebbinghaus hypothesized that memory
retention progressively declines over time in a rapid,
exponential fashion.
In his experiments, he studied the memorization of nonsense
syllables, such as “ZOF” and “WID”, by repeatedly testing himself
after various time durations. His exponential decay curve is not
a true representation of workplace learning3 where learners’
retention will be strongly influenced by their
prior knowledge.
Instead of a simplistic decay curve, OttoLearn dynamically calculates
a unique forgetting signature for every learner for every
Concept, which is based on their Strength of Learning (SOL) for that
Concept. This signature is then used to decrement the learner’s
Mastery Level over time, simulating their true forgetting curve.
Learners who demonstrate greater proficiency on a Concept
will “forget” slower than learners who take longer to
demonstrate proficiency.
3 https://www.worklearning.com/wp-content/uploads/2017/10/How-much-do-people-forget-v12-14-2010.pdf
Elapsed Time Since Learning
Rete
ntio
n (%
)
Elapsed Time Since Learning
20
0
40
60
80
100
20
0
40
60
80
100
A learner with prior knowledge will "forget" at a slower rate.
A learner with no prior knowledge will "forget" at a faster rate.
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FORMATIVE FEEDBACKThe timing, structure, and content
of post-assessment feedback has a
strong influence on learning and retention.
As described by Bangert-Drowns et al.4,
there are five states of the learner
receiving feedback.
Prescription Description
Initial stateOttoLearn assumes that the learner initially begins with
no prior knowledge.
Search and
retrieval strategies
OttoLearn measures the learner’s retrieval time, as well
as other factors to form a model of proficiency.
ResponseOttoLearn requires learners to self-assess their
confidence in a selection in order to receive the result.
Evaluate resultOttoLearn presents specific feedback for each possible
response scenario.
Adjustments
OttoLearn automatically adjusts the learner’s Mastery
Level for a Concept after each performance, which
automatically adapts which Activities are presented to
the learner in future sessions.
4 Bangert-Drowns et al. (1991, p. 217)
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According to multiple studies, the
content and the delivery of feedback
are factors that help promote deep
encoding and retention.
Prescription Description
Use praise sparingly,
if at all5
OttoLearn provides objective feedback to the
learner, without “loud” correct/incorrect messages
which would focus the learner on self.
Provide elaborated
feedback to enhance
learning6
OttoLearn allows the trainer to provide custom
feedback to the learner for each answer option,
allowing for highly targeted feedback.
Present elaborated
feedback in
manageable units7
OttoLearn provides specific feedback on
a per-Activity basis, enabling the learner
to focus on the feedback prior to proceeding.
Provide immediate
feedback to learners with
little prior knowledge8
OttoLearn provides immediate feedback specific
to each Activity.
5 Kluger & DeNisi (1996), Butler (1987)6 Bangert-Drowns et al., 1991; Gilman, 1969; Mason &
Bruning, 2001; Narciss & Huth, 2004; Shute, 2006),7 Mayer & Moreno, 2002; Phye & Bender, 19898 Anderson et al., 2001; Azevedo & Bernard, 1995;
Corbett & Anderson, 1989, 2001; Dihoff et al., 2003; Phye & Andre, 1989
FORMATIVE FEEDBACK
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Learn more about each of the cognitive science theories
with these easy-to-digest summaries.
APPENDIX
› Gamification of learning9
› Deep encoding10
› Instructional scaffolding11
› The spacing effect12
› Adaptive training13
› The testing effect14
› The interleaving effect15
› Applied forgetting16
› Formative feedback17
9 https://en.wikipedia.org/wiki/Gamification_of_learning10 https://en.wikipedia.org/wiki/Elaborative_encoding11 https://en.wikipedia.org/wiki/Instructional_scaffolding12 https://en.wikipedia.org/wiki/Spacing_effect13 https://en.wikipedia.org/wiki/Adaptive_learning14 https://en.wikipedia.org/wiki/Testing_effect15 https://www.scientificamerican.com/article/the-interleaving-effect-mixing-it-up-
boosts-learning/15 https://en.wikipedia.org/wiki/Forgetting_curve17 https://www.ets.org/Media/Research/pdf/RR-07-11.pdf
WHEN LEARNING MATTERSIt’s a great time to be involved in online training. We are slowly
recovering from the impact of standardized training modules,
and moving back to adaptive training focused on efficient,
long-term knowledge retention to the benefit of both the
organization and the learner.
OttoLearn has been designed from the ground up to leverage multiple proven learning theories to be the most effective and efficient training tool possible.